You can use mediation to save thousands of dollars in legal fees. Many clients do not understand how mediation can settle their legal disputes. That explains why I have started a new series on mediation. Mediation can mean the difference … Continue reading

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It’s summer and everyone gets invited to a wedding. Did you know that a marriage revokes all wills? There are exceptions for those wills expressly made in contemplation of marriage to a new spouse. In a Second Marriage Marriage creates … Continue reading

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The other day, a client asked my advice about challenging a will. Her relative, let’s say it was an Uncle Fernando, had died 3 years ago without a spouse or children. Fernando had told everyone what was in his will: … Continue reading

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By meeting privately, Alex’s lawyer can also investigate if there has been any financial, emotional or physical abuse of the father. Alex may be reluctant to discuss such matters with a relative in the room. For the elderly, a visit … Continue reading

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Lawyers have a duty to assess Jeremy’s father’s competency to make a will.  This is a legal and ethical responsibility that lawyers have, especially in dealing with the elderly. Lawyers must be prepared to testify in court, if necessary, to … Continue reading

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Most lawyers will explain to Alex, Jeremy’s father, why his son must wait in reception. Alex’s lawyer must meet with Alex alone so all information remains confidential. Alex must be free to ask questions about his intentions and options without … Continue reading

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“It’s important.” Jeremy said to his boss. “I need to take the afternoon off to take my 83-year-old father to see a lawyer to make his will.” When you take a person to a lawyer’s office, you need to understand … Continue reading

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Get tips for your own estate planning to-do list this Sunday, June 5, 2011, 9 a.m. – 10 a.m. EST. Tune in to Zoomer Radio AM 740. Join me on Right on the Money with host, Wayne Baxter, CFP, of … Continue reading

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Listen in this-coming Sunday. Tune in to Zoomer Radio AM740 on Sunday, May 8, 2011, 9 a.m. – 10 a.m. EST and join me, on Right on the Money with host, Wayne Baxter, CFP, of Investment Planning Counsel. I will … Continue reading

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I call it Executor’s Disease™. It infects your money. I see the infection every day in my law office. It affects people in all income brackets. Your money may already be contaminated. I will tell you what this disease does. … Continue reading

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